Mondrian Investment Partners 13F: New $25M Stake in NVIDIA (NVDA)

Mondrian Investment Partners opened a new position in NVIDIA Corporation NVDA by acquiring 109,384 shares during the quarter. The investment was disclosed in a Form 13F filing with the SEC on October 23, 2026. The value of the holding was reported at $24,981,118 as of the filing date. NVIDIA Corporation NVDA shares closed at $210.96 on the day of the filing.

NVDA NVIDIA Corporation

$212.21 ▲ +12.63% year to date

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Daily close · Oct 22, 2026

What Changed in Mondrian Investment Partners's NVIDIA Position

The fund established a fresh stake in the semiconductor giant, adding 109,384 shares to its portfolio. Because this was a brand-new holding, the firm held zero shares prior to this filing. The total reported value of the investment reached approximately $24.9 million.

Other Institutional Activity in NVIDIA

Other large investors made notable adjustments to their NVIDIA Corporation NVDA holdings around the same time. RMR Wealth Builders grew its holdings by 3,102 shares, ending with 252,608 shares worth about $57.8 million. BSN Capital Partners reduced its stake by 50.9%, cutting 697,044 shares to finish with 672,819 shares worth about $148.9 million. Simplicity Wealth, LLC boosted its holdings by 13.3%, picking up 36,928 shares to finish with 313,837 shares worth about $71.7 million. True North Advisors cut its position by 9.6%, shedding 13,308 shares to hold 124,782 shares valued at about $28.5 million. Perigon Wealth Management trimmed its stake by 4.8%, selling 82,894 shares to end with 1,639,250 shares worth about $374.4 million.

NVIDIA Corporation Stock Down 4.9%

NVIDIA Corporation NVDA shares recently traded around $211.00 as of October 24, 2026.

Recent Earnings

NVIDIA Corporation NVDA reported trailing twelve-month revenue of $302.97 billion and earnings of $7.91 per share. The company's next earnings report is scheduled for November 17, 2026.

Dividend

NVIDIA Corporation NVDA pays an annual dividend rate of $1.00 per share yielding 0.47% with a payout ratio of 3.5%.

Insider Buying and Selling at NVIDIA Corporation

Company insiders completed several transactions ahead of the filing. Director Mark A. Stevens sold 1,848,501 shares on September 2, 2026, valued at $410.8 million, and later sold 1,022,239 shares on September 2026 worth $235.6 million. Stevens also sold 1,366,000 shares on September 18, 2026, for $300.1 million. General counsel Timothy S. Teter sold 30,460 shares on September 21, 2026, worth about $6.7 million.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Rosenblatt maintained a buy rating with a $390.00 price target on September 4, 2026, and again on September 29, 2026. Piper Sandler initiated coverage on September 10, 2026, with an overweight rating and a $300.00 price target. Cantor Fitzgerald reiterated an overweight rating with a $350.00 target on October 1, 2026, and Needham reiterated a buy rating with a $300.00 target on October 22, 2026. The stock carries a consensus strong buy rating and a mean price target of $328.95.

About NVIDIA Corporation

NVIDIA Corporation builds data center scale artificial intelligence infrastructure and graphics processing units. It serves clients across the globe through its compute, networking, and graphics segments, supporting everything from enterprise AI software to autonomous vehicle systems. This institutional investment comes as the company continues to supply core hardware for the expanding tech sector.

Bottom Line

Investors will watch for NVIDIA Corporation NVDA's upcoming earnings release on November 17, 2026, to gauge ongoing demand for its artificial intelligence hardware. Additional institutional reports will show whether other major funds continue building positions in the chipmaker.